Original filing (PDF)20260312185046NAL0006866913001

CARDEN ACADEMY OF MAUI

Name: CARDEN ACADEMY OF MAUI — CARDEN ACADEMY OF MAUI 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: CARDEN ACADEMY OF MAUI

Form 5500-SF

FILING_RECEIVED

CARDEN ACADEMY OF MAUI 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$686K

Net assets (EOY)

$686K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARDEN ACADEMY OF MAUI.

Plan sponsor

Name

CARDEN ACADEMY OF MAUI

EIN

99-0340877

Address

55 MAKA'ENA PLACE · PUKALANI, HI · 96768

Phone

(808) 573-6651

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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